Allworth Financial’s SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $93.4K | Hold |
1,505
| – | – | ﹤0.01% | 1578 |
|
2025
Q1 | $84.5K | Hold |
1,505
| – | – | ﹤0.01% | 1308 |
|
2024
Q4 | $86.9K | Sell |
1,505
-27
| -2% | -$1.56K | ﹤0.01% | 1325 |
|
2024
Q3 | $95.6K | Hold |
1,532
| – | – | ﹤0.01% | 1105 |
|
2024
Q2 | $88.6K | Hold |
1,532
| – | – | ﹤0.01% | 1120 |
|
2024
Q1 | $85.5K | Sell |
1,532
-225
| -13% | -$12.6K | ﹤0.01% | 1070 |
|
2023
Q4 | $99.2K | Sell |
1,757
-326
| -16% | -$18.4K | ﹤0.01% | 944 |
|
2023
Q3 | $111K | Sell |
2,083
-240
| -10% | -$12.8K | ﹤0.01% | 842 |
|
2023
Q2 | $122K | Hold |
2,323
| – | – | ﹤0.01% | 826 |
|
2023
Q1 | $118K | Hold |
2,323
| – | – | ﹤0.01% | 802 |
|
2022
Q4 | $114K | Sell |
2,323
-71
| -3% | -$3.48K | ﹤0.01% | 785 |
|
2022
Q3 | $109K | Hold |
2,394
| – | – | ﹤0.01% | 744 |
|
2022
Q2 | $116K | Sell |
2,394
-136
| -5% | -$6.59K | ﹤0.01% | 681 |
|
2022
Q1 | $143K | Hold |
2,530
| – | – | ﹤0.01% | 629 |
|
2021
Q4 | $150K | Hold |
2,530
| – | – | ﹤0.01% | 593 |
|
2021
Q3 | $148K | Hold |
2,530
| – | – | ﹤0.01% | 542 |
|
2021
Q2 | $155K | Sell |
2,530
-28
| -1% | -$1.72K | ﹤0.01% | 407 |
|
2021
Q1 | $142K | Sell |
2,558
-124
| -5% | -$6.88K | ﹤0.01% | 399 |
|
2020
Q4 | $138K | Sell |
2,682
-111
| -4% | -$5.71K | ﹤0.01% | 329 |
|
2020
Q3 | $124K | Sell |
2,793
-107
| -4% | -$4.75K | ﹤0.01% | 297 |
|
2020
Q2 | $118K | Sell |
2,900
-159
| -5% | -$6.47K | ﹤0.01% | 293 |
|
2020
Q1 | $101K | Sell |
3,059
-2,229
| -42% | -$73.6K | ﹤0.01% | 312 |
|
2019
Q4 | $244K | Buy |
5,288
+46
| +0.9% | +$2.12K | 0.01% | 171 |
|
2019
Q3 | $228K | Sell |
5,242
-513
| -9% | -$22.3K | 0.01% | 155 |
|
2019
Q2 | $257K | Sell |
5,755
-69
| -1% | -$3.08K | 0.01% | 141 |
|
2019
Q1 | $260K | Hold |
5,824
| – | – | 0.01% | 143 |
|
2018
Q4 | $239K | Sell |
5,824
-366
| -6% | -$15K | 0.01% | 136 |
|
2018
Q3 | $277K | Buy |
6,190
+1
| +0% | +$45 | 0.01% | 129 |
|
2018
Q2 | $294K | Sell |
6,189
-908
| -13% | -$43.1K | 0.01% | 123 |
|
2018
Q1 | $373K | Sell |
7,097
-14
| -0.2% | -$736 | 0.03% | 81 |
|
2017
Q4 | $370K | Sell |
7,111
-208
| -3% | -$10.8K | 0.03% | 80 |
|
2017
Q3 | $363K | Sell |
7,319
-315
| -4% | -$15.6K | 0.03% | 77 |
|
2017
Q2 | $356K | Sell |
7,634
-729
| -9% | -$34K | 0.03% | 74 |
|
2017
Q1 | $380K | Sell |
8,363
-1,320
| -14% | -$60K | 0.04% | 68 |
|
2016
Q4 | $385K | Sell |
9,683
-1,227
| -11% | -$48.8K | 0.04% | 67 |
|
2016
Q3 | $471K | Sell |
10,910
-19,385
| -64% | -$837K | 0.05% | 61 |
|
2016
Q2 | $1.19M | Sell |
30,295
-147,244
| -83% | -$5.79M | 0.13% | 28 |
|
2016
Q1 | $6.91M | Sell |
177,539
-17,784
| -9% | -$692K | 0.86% | 14 |
|
2015
Q4 | $7.37M | Buy |
195,323
+167,455
| +601% | +$6.32M | 1.33% | 11 |
|
2015
Q3 | $1.03M | Buy |
27,868
+12,861
| +86% | +$475K | 0.37% | 27 |
|
2015
Q2 | $676K | Buy |
15,007
+4,115
| +38% | +$185K | 0.24% | 40 |
|
2015
Q1 | $487K | Buy |
10,892
+4,896
| +82% | +$219K | 0.18% | 55 |
|
2014
Q4 | $266K | Buy |
5,996
+814
| +16% | +$36.1K | 0.1% | 73 |
|
2014
Q3 | $249K | Buy |
+5,182
| New | +$249K | 0.1% | 76 |
|